+4,407.5%
MU vs KKR
+670.8%
+3,736.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -3.0% |
| 7D | +12.8% | +1.6% | +11.2% | +11.6% |
| 30D | -14.9% | +14.5% | -29.4% | -22.2% |
| 3M | -18.0% | -15.0% | -3.1% | -10.8% |
| 6M | -3.1% | +1.0% | -4.1% | -6.0% |
| YTD | +172.9% | -22.6% | +195.5% | +204.8% |
| 1Y | +228.8% | -18.2% | +247.1% | +254.0% |
| 3Y | +950.8% | +56.4% | +894.5% | +626.0% |
| 5Y | +931.3% | +29.6% | +901.7% | +665.3% |
| All | +4,407.5% | +670.8% | +3,736.7% | +993.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded KKR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling